Client Service Professional

6 days ago


Grand Junction, Colorado, United States D.A. Davidson & Co. Full time

Company Overview

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D.A. Davidson & Co. is a leading financial services firm dedicated to providing exceptional client service and support.

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About Us

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We are an employee-owned company with over 87 years of experience in the industry.

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Our Mission

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To deliver outstanding results for our clients while fostering a culture of integrity, teamwork, and continuous growth.

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Job Description

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This role offers an exciting opportunity to work in a dynamic team environment, providing exceptional client service and support.

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Primary Duties

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  • Provide professional and courteous client service, managing client requests and account maintenance.">
  • Review and maintain account documents, solve complex issues, and facilitate transactions.">
  • Assist with crafting comprehensive financial plans for current and prospective clients.">
  • Support the development and implementation of client mailings, communications, and events.">
  • Facilitate the transfer of client funds and securities, and issue checks upon request.">
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Required Skills and Qualifications

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To succeed in this role, you will need:

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  • Eager to advance and grow in the Financial Services Industry.">
  • FINRA licenses preferred.">
  • 1-2 years of financial industry experience, required.">
  • High school graduate or comparable work experience.">
  • Solid technology skills (Microsoft Word, Excel, and Outlook).">
  • Ability to build client relationships and communicate effectively.">
  • Strong attention to detail and accuracy.">
  • Ability to handle multiple demands and competing priorities.">
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Benefits

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We offer a competitive salary range of $50,000-$60,000, plus excellent benefits and perks, including:

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  • Company 401(k) and ESOP contribution.">
  • Generous sick, vacation, and maternity/parental leave.">
  • Paid holidays.">
  • Professional Development Opportunities.">
  • Discounted personal insurance.">
  • Charitable gift-matching program.">
  • Davidson Day of Giving – Our tradition of positively impacting communities.">
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Estimated Salary: $55,000

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Salary Range: $50,000 - $60,000



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